About Westchester Capital Management

​​​Westchester Capital Management, Inc. was founded in January 1987 to manage investment assets--primarily stocks and bonds--for individuals, trusts, corporations, IRAs, pension plans and profit sharing plans. With over 50 years of cumulative experience, Westchester Capital Management’s team follows a management style based on the belief that a balanced, diversified portfolio of selected stocks and bonds coupled with a longer-term holding period will outperform a passive investment strategy. Our investment team believes prudent investing requires discipline and patience, particularly during periods of volatility.
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Our investment team focuses on developing individualized investment strategies based on each client's unique investment objectives. We are fiduciaries and take pride in the requirement to act in the best interests of our clients above our own. Westchester Capital Management is a fee-only, registered investment adviser that provides professional investment advice. Westchester Capital Management ​and its staff are not affiliated with a broker/dealer or insurance agency; therefore, we are not incentivized to sell commissionable security products, insurance products or proprietary investments. This allows us to reduce our potential conflicts of interest; therefore, resulting in a portfolio that is client driven, not product driven.

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Why Westchester Capital Management? 

Westchester Capital Management's organizational structure is designed to be simple, yet effective. Our clients are our first priority. We pride ourselves on our experienced management team and the third-party relationships we have developed throughout our years of service.

​We provide our clients with flexibility and ready access to their investment assets. The Westchester Capital Management team is dedicated to high standards of quality, service, ethics and professionalism.